Dec 8, 20211 minMcCarthy & Company Adds Borislow, Factor & KauffmanOptimum Strategies advised both parties on the merger, which was detailed in Accounting Today December 8, 2021: "McCarthy & Comp. PC, a...
Oct 26, 20211 minSigns That a Merger Should Be a PriorityThere are a few signs that might spark the beginning of the M&A process for a CPA firm. One of these red flags by itself may not be...
Oct 22, 20211 minPodcast: Recognize the Signs that Your CPA Firm Could Be Ready for a MergerHow can CPA firm leaders best identify the right time to pursue a strategic merger? Some of the common signs include: • Your staff's...
Oct 1, 20212 minAre You Over-Thinking an M&A Deal?This year so far has been a hot time for CPA firm mergers and acquisitions (M&A). Firms in the M&A mindset and process may be in...